Digital Transformation Consulting

The case study highlights how certain wealth management firms in Asia faced significant challenges with the relevance and personalization of their investment content. Nearly half of investors expressed dissatisfaction with the relevance and frequency of the content they received, citing that much of it was generic and delivered sporadically, leading to a mere two percent open rate. Clients were not engaging with the content due to its lack of relevance, which impeded client loyalty and engagement.

To address these issues, the firms implemented a tailored generative AI (gen AI) solution leveraging data analytics to create highly personalized and targeted investment content. This approach transformed the delivery of information, moving from generic updates to customized insights aligned with individual client profiles and preferences. The solution aimed to improve content relevance, increase engagement, and foster stronger client relations through more meaningful communication.

The results were quantifiable and impactful: the firms could boost their top-line revenue by up to eight percent annually through enhanced investment content. This strategic deployment of gen AI not only increased client satisfaction by providing more relevant and timely information but also unlocked potential revenue growth, demonstrating a clear, specific benefit of the tailored AI-driven content strategy.